Civic Intelligence

Allan Wiser Insurance Services Inc.

Plan context: Allan Wiser Insurance Services 401K Plan

EIN 68-0394744 • San Diego, CA • 15 filings • 4 plans

4809 Sparks AvenueSan Diego, CA 92110
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$442,803

2023 Contributions

$2,617

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,156,151$578,076$0200920162023YearValue
$442,803Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210200920162022YearValue
2Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$442,803$2,617-
Allan Wiser Insurance Services 401K Plan-0$442,803$2,617-
202212$1,014,446$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Allan Wiser Insurance Services 401K Plan-2$1,014,446$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
202112$1,156,151$55,730$27,865iApproximate average salary by contribution assumption: employee only about $696,625 at 4% or $464,417 at 6%; with 50% employer match about $464,417 at 4% or $309,611 at 6%; with 100% employer match about $348,313 at 4% or $232,208 at 6%.
Allan Wiser Insurance Services 401K Plan-2$1,156,151$55,730$27,865iApproximate average salary by contribution assumption: employee only about $696,625 at 4% or $464,417 at 6%; with 50% employer match about $464,417 at 4% or $309,611 at 6%; with 100% employer match about $348,313 at 4% or $232,208 at 6%.
202012$1,036,727$55,917$27,959iApproximate average salary by contribution assumption: employee only about $698,963 at 4% or $465,975 at 6%; with 50% employer match about $465,975 at 4% or $310,650 at 6%; with 100% employer match about $349,481 at 4% or $232,988 at 6%.
Allan Wiser Insurance Services 401K Plan-2$1,036,727$55,917$27,959iApproximate average salary by contribution assumption: employee only about $698,963 at 4% or $465,975 at 6%; with 50% employer match about $465,975 at 4% or $310,650 at 6%; with 100% employer match about $349,481 at 4% or $232,988 at 6%.
201912$877,923$53,104$26,552iApproximate average salary by contribution assumption: employee only about $663,800 at 4% or $442,533 at 6%; with 50% employer match about $442,533 at 4% or $295,022 at 6%; with 100% employer match about $331,900 at 4% or $221,267 at 6%.
Allan Wiser Insurance Services 401K Plan-2$877,923$53,104$26,552iApproximate average salary by contribution assumption: employee only about $663,800 at 4% or $442,533 at 6%; with 50% employer match about $442,533 at 4% or $295,022 at 6%; with 100% employer match about $331,900 at 4% or $221,267 at 6%.
201812$673,203$29,788$14,894iApproximate average salary by contribution assumption: employee only about $372,350 at 4% or $248,233 at 6%; with 50% employer match about $248,233 at 4% or $165,489 at 6%; with 100% employer match about $186,175 at 4% or $124,117 at 6%.
Allan Wiser Insurance Services 401K Plan-2$673,203$29,788$14,894iApproximate average salary by contribution assumption: employee only about $372,350 at 4% or $248,233 at 6%; with 50% employer match about $248,233 at 4% or $165,489 at 6%; with 100% employer match about $186,175 at 4% or $124,117 at 6%.
201712$699,441$54,683$27,342iApproximate average salary by contribution assumption: employee only about $683,538 at 4% or $455,692 at 6%; with 50% employer match about $455,692 at 4% or $303,794 at 6%; with 100% employer match about $341,769 at 4% or $227,846 at 6%.
Allan Wiser Insurance Services 401K Plan-2$699,441$54,683$27,342iApproximate average salary by contribution assumption: employee only about $683,538 at 4% or $455,692 at 6%; with 50% employer match about $455,692 at 4% or $303,794 at 6%; with 100% employer match about $341,769 at 4% or $227,846 at 6%.
201612$533,858$53,753$26,877iApproximate average salary by contribution assumption: employee only about $671,913 at 4% or $447,942 at 6%; with 50% employer match about $447,942 at 4% or $298,628 at 6%; with 100% employer match about $335,956 at 4% or $223,971 at 6%.
Allan Wiser Insurance Services 401K Plan-2$533,858$53,753$26,877iApproximate average salary by contribution assumption: employee only about $671,913 at 4% or $447,942 at 6%; with 50% employer match about $447,942 at 4% or $298,628 at 6%; with 100% employer match about $335,956 at 4% or $223,971 at 6%.
201512$444,665$59,758$29,879iApproximate average salary by contribution assumption: employee only about $746,975 at 4% or $497,983 at 6%; with 50% employer match about $497,983 at 4% or $331,989 at 6%; with 100% employer match about $373,488 at 4% or $248,992 at 6%.
Allan Wiser Insurance Services 401K Plan-2$444,665$59,758$29,879iApproximate average salary by contribution assumption: employee only about $746,975 at 4% or $497,983 at 6%; with 50% employer match about $497,983 at 4% or $331,989 at 6%; with 100% employer match about $373,488 at 4% or $248,992 at 6%.
201411$401,102$40,822$40,822iApproximate average salary by contribution assumption: employee only about $1,020,550 at 4% or $680,367 at 6%; with 50% employer match about $680,367 at 4% or $453,578 at 6%; with 100% employer match about $510,275 at 4% or $340,183 at 6%.
Allan Wiser Insurance Services 401K Plan-1$401,102$40,822$40,822iApproximate average salary by contribution assumption: employee only about $1,020,550 at 4% or $680,367 at 6%; with 50% employer match about $680,367 at 4% or $453,578 at 6%; with 100% employer match about $510,275 at 4% or $340,183 at 6%.
201312$379,508$42,931$21,466iApproximate average salary by contribution assumption: employee only about $536,638 at 4% or $357,758 at 6%; with 50% employer match about $357,758 at 4% or $238,506 at 6%; with 100% employer match about $268,319 at 4% or $178,879 at 6%.
Allan Wiser Insurance Services 401K Plan-2$379,508$42,931$21,466iApproximate average salary by contribution assumption: employee only about $536,638 at 4% or $357,758 at 6%; with 50% employer match about $357,758 at 4% or $238,506 at 6%; with 100% employer match about $268,319 at 4% or $178,879 at 6%.
201212$316,105$44,249$22,125iApproximate average salary by contribution assumption: employee only about $553,113 at 4% or $368,742 at 6%; with 50% employer match about $368,742 at 4% or $245,828 at 6%; with 100% employer match about $276,556 at 4% or $184,371 at 6%.
Allan Wiser Insurance Services 401K Plan-2$316,105$44,249$22,125iApproximate average salary by contribution assumption: employee only about $553,113 at 4% or $368,742 at 6%; with 50% employer match about $368,742 at 4% or $245,828 at 6%; with 100% employer match about $276,556 at 4% or $184,371 at 6%.
201112$267,124$44,630$22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%.
Allan Wiser Insurance Services 401K Plan-2$267,124$44,630$22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%.
201012$242,262$44,921$22,461iApproximate average salary by contribution assumption: employee only about $561,513 at 4% or $374,342 at 6%; with 50% employer match about $374,342 at 4% or $249,561 at 6%; with 100% employer match about $280,756 at 4% or $187,171 at 6%.
Allan Wiser Insurance Services 401K Plan-2$242,262$44,921$22,461iApproximate average salary by contribution assumption: employee only about $561,513 at 4% or $374,342 at 6%; with 50% employer match about $374,342 at 4% or $249,561 at 6%; with 100% employer match about $280,756 at 4% or $187,171 at 6%.
200912$188,760$35,400$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
Allan Wiser Insurance Services 401K Plan-2$188,760$35,400$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.